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Turning an idea into an opportunity

Assistant Director of Business Development

Accounting & Finance

I have a solid history of producing results within a limited budget. I have built and successfully managed a staff of 15, and I deal effectively with customers, executives, and employees on a regular basis. All of these achievements are critical to companies that must compete in today’s difficult economy. The education I have received only aids in propelling my abilities to succeed. I currently hold a B.S. in Business Economics from University of California-Riverside and have both Finance and Entrepreneurship Business Management M.B.A. from California State University, Fullerton and California State University, San Bernardino. My goal is to work for an organization/company where I can propel and excel to my fullest potential. I have the drive and passion to make the company I work for succeed and thrive.

Responsible for planning, development and implementation of all of the organization’s marketing strategies, marketing communications, and public relations activities, both external and internal. Oversees development and implementation of support materials and services for chapters in the area of marketing, communications and public relations. Directs the efforts of the marketing, communications and public relations staff and coordinates at the strategic and tactical levels with the other functions of the Organization. Manage, train, and lead a team to ensure full operation of the company

Effectively created business plans and presented to investor panel of Texco Angels. Presented business idea in fast pitch competitions to increase awareness and potentially achieve investments. Interviewing and creating a team that will move the company forward and flawlessly launching a successful business. Overseeing operations of partners and effectively implementing deadlines while not reducing quality. Building social media awareness through successful Facebook, Twitter, Google Ads, and LinkedIn promotions. Have met deadlines and on track to creating a successful venture.

Director of Operations-Owner

Work closely with department Managers and Chiefs. A project based department that is fast paced with tight deadlines. Effectively planning, implementation, and maintaining automated accounting procedures by evaluating financial statements. Prepare complex financial reports and analysis. Prepare journal entries and enter them into an automated financial system. Solely responsible for tracking, managing, projecting, and forecasting the Coroner’s $10 Million budget.

Accountant II

Responsible for managing all business clients, new and existing, and create a positive relationship. Identifying and making referrals for business customers. Providing alternate solutions identify and cross sell bank services. Resolve customer situations effectively while delivering top notch customer service and ensure the highest level of professionalism is kept and provided. 
Highlights:
Achieved new business acquisition over 310% for the quarter
Averaged 258% of new business acquisitions of branch goal per quarter
Highest Retention in the district
Managed the branch in the absence of the branch manager
Averaged 97% in 11 Ways to Wow
Trained bankers who pursued to become a Business Specialist
Directed branch activities and supervised 17 employees while focusing sales and services
Consistently increased sales and maintained profitability
Play instrumental role with branch always meeting every sales category goal

Personal Banker

Business Specialist

Responsible for overseeing the entire operations of the business. Overlooking employees who are managing social media networks and creating new advertising plans to achieve new goals. Reviewing and evaluating business procedures ranging from daily office expenses to setting new budgets. Daily monitoring of companies revenue margins and overseeing employee productivity and effectively implementing new initiatives for growth.

Director of Operations

Sell retail banking products and services to customers and prospects.  Manage customer portfolio, service relationships and cross-sell all products and services.  Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business.  Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.  Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. 
Highlights:
Named Top 10 Bankers in Southern California for two quarters
Managed branch in absence of Branch Manager
Manager assigned me to train tellers in new products and conduct promotions for teller achievements
Attended all bank recognition events
Motivated team, while branch had no manager, to become top 2 branches in a district of 11 by creating activities for team to follow and promotions

Banker

Under direct supervision, processes customer transactions within established guidelines.  Identify and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Wells Fargo partners, provides excellent customer service. Duties included safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop.

Teller

Find out detailed information about Carlos Salvador, Assistant Director of Business Development in San Dimas, CA

Carlos Salvador: Assistant Director of Business Development in San Dimas, CA

Carlos Salvador